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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,540 | $57,140+84.7% | $85,240+23.8% | $80,959+30.4% |
| Participation rate | 12.6% | 56.4%-43.8pp | 67.5%-54.9pp | 67.7%-55.0pp |
| Annual return | 11.86% | 21.71%-9.8pp | 66.75%-54.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,071 | $3,115-65.6% | $4,527-76.3% | $4,300-75.1% |
| Admin fee / account holder | $13,168 | $4,992+163.8% | $6,165+113.6% | $6,925+90.1% |